Daily Alpha · Substack
· Midday Alpha · by Buzzberg Research
Tae Kim interviewed Microsoft's Scott Guthrie on Azure's new AI chip, and Gaetano looked at AGCO and agricultural AI.
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Substack - Key Context by Tae Kim
Tae Kim interviews Microsoft's Scott Guthrie on Azure's new AI chip
Tae Kim interviews Microsoft's Scott Guthrie on Azure's new AI chip, 'insatiable' AI demand and today's AI model price war.
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Substack - Gaetano
Gaetano sees agricultural AI as a potential opportunity for AGCO
Gaetano says agricultural AI could be a huge opportunity and discusses the AGCO products drawing Gaetano's interest and the price Gaetano would want to pay.
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public excerpt
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